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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,620 | $110,379-86.8% | $102,412-85.7% | $145,884-90.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 17.86% | 24.84%-7.0pp | 24.94%-7.1pp | 551.85%-534.0pp |
| Employer contribution / active EE | $7,409 | $4,216+75.7% | $3,870+91.4% | $4,662+58.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $104 | $9,745-98.9% | $8,388-98.8% | $13,392-99.2% |